2023-03-31-accounts - The Ashtons Charitable Trust

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DocuSign Envelope ID: 6E7BC9A3-BD2A-4866-AE82-F38BE60AA4CB

Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year From 01 04 2022 To 31 03 2023

Section A Reference and administration details

Charity name The Ashtons Charitable Trust Other names charity is known by Registered charity number (if any) 1158182

Charity's principal address The Long Barn, Fornham Business Court Fornham St Martin Bury St Edmunds Postcode Postcode

Names of the charity trustees who manage the charity

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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Adrian Mundell
2 Nigel Maguire 01/04/22 – 18/11/2022
3 Alan Brown
4 Lynn Wicks
5
6
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Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

March 2012

TAR

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Names and addresses of advisers (Optional information)

Type of adviser	Name	Address




Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

Constitution

(eg. trust deed, constitution) Charitable Incorporated Organisation How the charity is constituted

(eg. trust, association, company)

Appointed by resolution at a properly convened meeting of the charity Trustee selection methods trustees

(eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

The objects of the CIO are: For the public benefit and in such ways that are exclusively charitable according to the laws of England and Wales, to raise funds throughout Summary of the objects of the the year to donate or otherwise distribute for the benefit of any charitable charity set out in its body or charitable bodies, or for any other charitable purpose, as the governing document trustees may from time to time in their absolute discretion think fit in such exclusively charitable ways as the charity trustees think fit in furtherance of these objects.

March 2012

TAR

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The Trust has paid out £18k to charitable bodies or causes. Funds raised but currently held are due to be distributed in the following financial year. All funds have been received via donations.

We confirm the trustees have had regard to the Charity Commission’s guidance on public benefit.

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

March 2012

TAR

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Section D Achievements and performance The Trust has paid out £18k to charitable bodies or causes. Funds raised Summary of the main but currently held are due to be distributed in the following financial year. achievements of the charity All funds have been received via donations. during the year

March 2012

TAR

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Section E Financial review

The Trust only expends donated funds and has no other expenditure. As Brief statement of the a result, the charity does not have a reserves policy. charity’s policy on reserves

Details of any funds materially in deficit

N/A

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

the charity’s principal sources of funds (including any fundraising);
how expenditure has supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Adrian Mundell Position (eg Secretary, Chair, Trustee etc) Date 03-Oct-2023 | 17:08:13 BST

March 2012

TAR

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Charity Name No (if any)
Ashtons Charitable Trust 1158182
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 01/04/2022 31/03/2023
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations £23,458 - - 23,458 3,966
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
AR) [ 23,458 ] - - 23,458 3,966
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 23,458 - - 23,458 3,966
A3 Payments
Grants 18,000 - - 18,000 10,995
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total [ 18,000 ] - - 18,000 10,995
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 18,000 - - 18,000 10,995
Net of receipts/(payments) 5,458 - - 5,458 - 7,029
A5 Transfers between funds - - - - -
A6 Cash funds last year end - - - - -
Cash funds this year end 5,458 - - 5,458 - 7,029
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CCXX R1 accounts (SS)

03/10/2023

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Section B Statement of assets and liabilities at	Section B Statement of assets and liabilities at	the end of the period
Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets	Signature Details Cash at Bank Details *Total cash funds* (agree balances with receipts and payments account(s)) Details Details Details	Unrestricted funds Restricted funds to nearest £ to nearest £ 7,207 - - - - - 7,207 - Agreement Error OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Adrian Mundell

CCXX R2 accounts (SS)

03/10/2023